Daily, weekly and monthly checklists¶
Print these. Pin them by the till. They are the difference between a store that runs itself and one that surprises you.
Every day¶
- Open Home and read the top metrics
- Work through every new order: confirm payment, then fulfill
- Add tracking to anything you shipped
- Answer customer emails and messages
- Check for low-stock alerts and note what needs reordering
- Glance at the order timeline for anything flagged or held
Every week¶
- Review inventory and reorder what is running low
- Add or update any new products
- Check Analytics for the week: sales, best sellers, slow movers
- Clear out any abandoned draft orders
- Confirm payouts landed in your bank account
- Skim refunds and returns for anything unusual
Every month¶
- Pull the monthly sales report and save it for your records
- Review your product catalog: hide or remove anything discontinued
- Check staff list: does everyone still need their access?
- Confirm two-step login is on for every account
- Review your best and worst sellers and plan stock around them
- Note anything for FireNet: design tweaks, new features, questions
When a new staff member starts¶
- Create their staff account (see Adding a staff account)
- Give them only the permissions their role needs
- Have them turn on two-step login
- Send them to Module 1 of this handbook
- Walk them through one real order together
When a staff member leaves¶
- Remove or suspend their account the same day
- Reassign anything they were responsible for
- Confirm no shared logins are left behind